148
148
Feb 5, 2013
02/13
by
CNBC
tv
eye 148
favorite 0
quote 0
i think bodes well for the u.s. and bodes well for many stocks in those industries. >> how, do you -- go ahead. >> a poultry specific issue for china. the car sales in china is supposed to be off the chart so i think it's getting better, a and the stock market is it telling us that. other companies are starting to bring their manufacturing to the united states because the natural gas price is so low over here. >> yeah. they are also going to mexico. ed, jump in here. how do you invest it? >> well, i'll tell youing everything that they are saying i agree w.china obviously got hurt a little bit. their growth slowed down but the rest of the world looks good, and my biggest fear is one of them is europe. kind of quiet and the printing of money has put a band-aid and i think we'll see something thee unsettling to our markets. additionally down the road be ready for problems in japan. currency being devalued and right now we're in a good position with stocks. to me the most risky investments out there today are the ones w
i think bodes well for the u.s. and bodes well for many stocks in those industries. >> how, do you -- go ahead. >> a poultry specific issue for china. the car sales in china is supposed to be off the chart so i think it's getting better, a and the stock market is it telling us that. other companies are starting to bring their manufacturing to the united states because the natural gas price is so low over here. >> yeah. they are also going to mexico. ed, jump in here. how do...
203
203
Feb 1, 2013
02/13
by
CNBC
tv
eye 203
favorite 0
quote 0
look at all of the u.s. data this week, durable goods, pending home sales, case schiller, core logic, ism, across the bond, even the gdp and non-farm payroll numbers today, a lot of interesting data points under the surface that are actually showing things are getting better. maria, you said before to herb, don't fight the fed. it's working, clearly. now you also have china doing a little bit better, 50 on the pmi overnight. europe had the best pmi in nine month. not everything is per forgets and i certainly think we'll see a volatility, but everybody is talking about a correction, and i think at the end of the day the facts are things are getting better. oh, by the way, earnings are running at about 5%. that's different from the third quarter when we saw negative 5%. i would say earnings are not decelerating, actually in the bottoming process and headed higher. >> what about that, scott? you said it is decelerating. >> earnings are only going to be up about 5% this yore. we're at that point of the psych. i
look at all of the u.s. data this week, durable goods, pending home sales, case schiller, core logic, ism, across the bond, even the gdp and non-farm payroll numbers today, a lot of interesting data points under the surface that are actually showing things are getting better. maria, you said before to herb, don't fight the fed. it's working, clearly. now you also have china doing a little bit better, 50 on the pmi overnight. europe had the best pmi in nine month. not everything is per forgets...
146
146
Feb 21, 2013
02/13
by
CNBC
tv
eye 146
favorite 0
quote 0
the u.s. doing okay. again, hewlett-packard better than anticipated. >> all right, david, thank you. stay right there. we're going to bring in david garrity and roger kay of end point technologies associates. good to see everybody. thanks for joining us. want to point out aig numbers are also out, and i want to tell our viewers that there is stock to buy in aig after the close tonight. just spoke with the market-maker there, so we're watching that story as well as this story. hewlett-packard though is the focus right now. david garrity, what's your take on the quarter? >> the earnings multiple for the company, single digits, a five handle. i mean, here's a company. it's great and wonderful that they are doing better in terms of businesses that are losing share in the overall computing market, and it's thighs to see that they are getting some positive margin surprises, but the fact of the matter is hewlett-packard was initially thought to be an innovator and what we see out of corner, fine, we
the u.s. doing okay. again, hewlett-packard better than anticipated. >> all right, david, thank you. stay right there. we're going to bring in david garrity and roger kay of end point technologies associates. good to see everybody. thanks for joining us. want to point out aig numbers are also out, and i want to tell our viewers that there is stock to buy in aig after the close tonight. just spoke with the market-maker there, so we're watching that story as well as this story....
129
129
Feb 7, 2013
02/13
by
CNBC
tv
eye 129
favorite 0
quote 0
we really think that right now the u.s. is the only central bank towards hinting at ending their quantitative easing so we think if the euro dollar breaks 133 we could see finally a selloff that holds in the u.s. >> thank you so much. mike, you're up, your case on why you think china is worth watching. >> with china's economic growth seemingly back on track and because the markets are closed all of next week for the newyear's holiday, we'll watch again tonight when they release their cpi data. this month it's expected around 2%. if they come in above expectations again, we'll watch very closely to see what the people's bank of china has to say about things like lending curves. obviously this is something that has the ability to impact market movement in the morning. >> all right. we'll watch, that and warren, what's topping your watch list for tomorrow? >> well, i'm also watching china and the u.s. both are reporting trade numbers tomorrow, the two largest economies in the world. in china we're looking at their trade balanc
we really think that right now the u.s. is the only central bank towards hinting at ending their quantitative easing so we think if the euro dollar breaks 133 we could see finally a selloff that holds in the u.s. >> thank you so much. mike, you're up, your case on why you think china is worth watching. >> with china's economic growth seemingly back on track and because the markets are closed all of next week for the newyear's holiday, we'll watch again tonight when they release...
159
159
Feb 15, 2013
02/13
by
CNBC
tv
eye 159
favorite 0
quote 0
the export numbers last night were not that good, but, again, seeing good flows into u.s. equities continually. the g-20 this weekend, a lot of saber-rattling, and saw a lot of money moving out of gold. we saw soros cutting their holdings and moving into their stocks. we haven't seen the big rotation out of bond market and into stocks, but we have seen a lot of money moving out of the commodity market and moving that money into stocks. >> yeah. we're still trying to figure out if that's a trend. rick santelli, you say you're not seeing it in terms of fixed income money? >> no, i mean, none of the -- >> we're not seeing that either. >> there's actually a removal out of something, there may be just less of a volume of money going in, but, you know, i like to look at the equity markets the way i look at spreads on the trading floor. we are at a premium spread to most of the other world equities. what did i notice today? the knee say is slipping into negative territory on the year and the daxx is to within 1% of slipping too negative territory. no matter how much better we are
the export numbers last night were not that good, but, again, seeing good flows into u.s. equities continually. the g-20 this weekend, a lot of saber-rattling, and saw a lot of money moving out of gold. we saw soros cutting their holdings and moving into their stocks. we haven't seen the big rotation out of bond market and into stocks, but we have seen a lot of money moving out of the commodity market and moving that money into stocks. >> yeah. we're still trying to figure out if that's a...